View recurring sales
You can view and manage your recurring sales information in several ways.
Recurring Items screen
- From the company setup menu,
choose Recurring Items.
Note: This screen lists all recurring sales.
- To view details of recurring sales, click the row for the recurring sale.
Notes
- Mark the Include Inactive checkbox to see inactive recurring sales in the list. Inactive recurring sales appear in italicized text in the list.
- Mark the Include Past End Date checkbox to see recurring sales that are past their due date.
- Use the Search Recurring Items field to find a recurring sale in the list.
Sales screen
In the Sales screen,To open the Sales screen, click Sales in the navigation panel.
For more information, see Sales.
To view details of recurring sales, click the row for the recurring sale.
Customer activity screen
In the customer activity screen,To open the customer activity screen, click a customer record in the Customers screen.
For more information, see customer activity.
To view details of recurring sales, click the row for the recurring sale.